Automatic rebate settlement

[Former Member]

Dear Friends,

1. We want to do the rebate settlement automatically periodically (monthly, quarterly or annually). How can I do this in SAP? When I see tthe VB(7 do not see much details.

Also is it possible to do the partial settlement automatically for % of the accrual amount or fixed amount periodically, if possible how can I achieve this.

2. We would like to give the rebate independent of the sales volume, like $500 everymonth needs to be accrued & able to create the partial settlement automatically by running a job monthly. Is this possible & how can I do this.

3. New rebate procedure, how can I activate it & what are the precaution need to be taken before implementing & what is the implication of this.

Thanks for your help in advance.

Best regards,

Sharan

[Former Member]

Hi

For Rebate processing

Activate rebate in customer master data ( sales area data under billing tab )

salea org,

Billing type .

Maintain the Agreement in VBO1

In VBO1 Maintain the condition records .

In pricning procedure Maintain the condtion type and account keys ERB , ERU.

the requirement is 24 for rebate condtion types.

In VKOA Maintain the GL Accounts for both rebates and accurals.

run the cycle from sales order to billing

If the conditon amounts are not updated

use VBOF with this tcode and run it.

Atlast you need to settle using with the tcode VBO2

In VBO2 , enter your agreement number and goto menu bar .

In menu bar select the rebate payments-> final settlement-> using payment screen.

enter it and save it , system automatically give the credit memo request number ,

Using with credit memo request number you can create credit memo for rebate amount.

Thanks,

KP